Our relationship-driven financial planning approach begins with our Three60 Wealth Planning Process, which is comprised of three comprehensive phases:
During our first meeting, we'll outline our full range of services, including an overview of our proprietary, integrated approach. We'll also ask some general questions about your overall situation and goals.
If both parties then feel there is a mutual fit, we will move on to the Discovery phase.
Here, we'll thoroughly assess your current business and personal situations, and discuss your long-term objectives.We will then create your Three60 Assessment; this document is an analysis of your current financial situation which outlines potential planning opportunities, identifies planning blind spots, and provides solutions to achieve your goals.
In this final phase, we will review your situation together and agree on which services are most suitable for you (see below), and determine a realistic timeline.
Through our decades of industry experience, we've designed a range of flexible, proprietary services that will evolve with your ever-changing circumstances, and empower you to achieve your financial and business objectives, and ultimately your legacy goal.
Project Planning is suited for a scope of work focused on a specific planning outcome the client would like to achieve. Employed on a per-project basis, this service leads to efficient implementation resulting in reduced costs, time and energy, and will ensure all facets of the project have been considered and addressed.
Our Active Planning service is a natural extension of Project Planning, in that it encompasses all projects undertaken throughout the year. Additionally, it includes short and long-term planning for your business as a whole, such as exit strategy planning, succession planning or other possible transitions.
Our Wealth Advisory service works in tandem with Canada’s top wealth management firms, providing ongoing financial planning advice and support to ensure your financial assets are invested, managed and withdrawn in a sustainable way to achieve your objectives.
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